Core Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Core Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Hold	683	–	–	0.07%	37
2026 Q1	$219K	Hold	683	–	–	0.07%	37
2025 Q4	$229K	Buy	683 +16	+2%	+$5.32K	0.07%	36
2025 Q3	$219K	Sell	667 -9	-1%	-$2.84K	0.07%	33
2025 Q2	$205K	Sell	676 -1,324	-66%	-$372K	0.07%	30
2025 Q1	$550K	Buy	2,000 +28	+1%	+$8.13K	0.21%	20
2024 Q4	$572K	Sell	1,972 -100	-5%	-$29.2K	0.22%	18
2024 Q3	$554K	Hold	2,072	–	–	0.22%	16
2024 Q2	$554K	Hold	2,072	–	–	0.22%	16
2024 Q1	$539K	Sell	2,072 -481	-19%	-$119K	0.23%	14
2023 Q4	$606K	Buy	2,553 +681	+36%	+$151K	0.29%	12
2023 Q3	$398K	Hold	1,872	–	–	0.21%	11
2023 Q2	$412K	Hold	1,872	–	–	0.21%	14
2023 Q1	$382K	Hold	1,872	–	–	0.21%	12
2022 Q4	$358K	Buy	+1,872	New	+$361K	0.2%	11

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Core Wealth Management's VTI Position: Q2 2026 in Review

Core Wealth Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 683 shares worth $253K. The position accounts for 0.07% of the portfolio, ranked #37.

Core Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $606K in Q4 2023. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Core Wealth Management held 683 shares of Vanguard Morningstar Total Stock Market ETF worth $253K as of Q2 2026.
Core Wealth Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Core Wealth Management's portfolio in Q2 2026, its #37 holding.
Core Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Core Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $606K in Q4 2023.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.